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Abdul Rehman
Level 5

How to hide Category Details section in Expense/Bill/Cheque form?

Hi All,

 

There are two sections (Category Details and Item Details) on expense/bill/cheque form to make entry. User may use either of the section - as per requirement. I want to restrict the user to create expense/bill/cheque by using the 'Item Details' section only. So, may I hide the 'Category Details' section from expense/bill/cheque form? Or is there any option in user management section to restrict the user for the said requirement? Please guide.

 

Regards,

Abdul Rehman.

Solved
Best answer October 17, 2019

Best Answers
JamesDuanT
Moderator

How to hide Category Details section in Expense/Bill/Cheque form?

Hello Abdul,

 

Currently, we cannot disable the Category details section of the bill. You can ask your users to just minimize it by clicking the Category details header.

 

I'll share your idea of "adding more functions to filter the access rights"with our Product Development Team. This would help us improve the product to better suit your business needs.

 

Your ideas are important to us and we want to hear more from you. Have a great day!

View solution in original post

5 Comments 5
JamesDuanT
Moderator

How to hide Category Details section in Expense/Bill/Cheque form?

Hello Abdul,

 

Currently, we cannot disable the Category details section of the bill. You can ask your users to just minimize it by clicking the Category details header.

 

I'll share your idea of "adding more functions to filter the access rights"with our Product Development Team. This would help us improve the product to better suit your business needs.

 

Your ideas are important to us and we want to hear more from you. Have a great day!

Abdul Rehman
Level 5

How to hide Category Details section in Expense/Bill/Cheque form?

Hi JamesDuant,

 

Thanks for your valuable input. The idea behind this requirement is to restrict user to create account heads (addition in CoA) and to avoid the mess in CoA. 

 

May I know that how the QBO Team deals with new requirement? I mean may a requester get the required feature in the next version of the product or team will charge to facilitate the respective requester only? Please guide.

 

And I  am new in QBO, so ignore if I make mistake in the communication... and guide me accordingly. 

 

Regards,

Abdul Rehman.

MikiD
QuickBooks Team

How to hide Category Details section in Expense/Bill/Cheque form?

We don’t have a specific turnaround time as to when they’re going to apply these requests,   


All feature requests and feedback are gathered and submitted to our development team. They’ll be one to review these preferences and are the ones who will consider adding these on our future updates.


You might want to visit this blog to check and get updated about the latest features added in QuickBooks: https://quickbooks.intuit.com/blog/


Lastly, check this out for training videos, tutorials and Webinars about QBO navigations: Learn More about QuickBooks Online. 


Thanks for dropping by. 

OverIT247
Level 1

How to hide Category Details section in Expense/Bill/Cheque form?

I hope you fix this soon, as Item details should only be used if you use Quickbooks for inventory. Honestly, a lot of the modules are in excess and not needed. Making it difficult to use your products, if it was up to me, we would have stopped using QB.

Rea_M
Moderator

How to hide Category Details section in Expense/Bill/Cheque form?

Hello there, @OverIT247.

 

Let's send feedback or product recommendations to help improve the features and your experience using QuickBooks Online (QBO).

 

For the time being, the option to disable the Category details section on expense transactions, like Expense, Bill, and Cheque, is unavailable in QBO. However, you can click the drop-down arrow beside it to hide or minimize its details (table).

 

On the other hand, I can see how the benefit of being able to hide the Category details section in expense forms would aid you in managing your transactions with QBO. With this, I would encourage you to send suggestions or product recommendations. We'll take them as opportunities to improve the various features of our products.

 

Your valuable feedback will be forwarded and reviewed by our Product Development team and will help improve your experience while using the program. Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Type in your recommendation in the Share your feedback field.
  4. Click Next.
  5. Follow the on-screen instructions to complete the process. 

 

Also, you may want to check out one of our Help pages as your reference in managing your suppliers and tracking expense transactions using QBO: Suppliers and Expenses help for QuickBooks Online.

 

Let me know if you have other feature concerns or questions about managing expense transactions in QBO. I'll gladly help. Take care, and have a great day, @OverIT247.